Peter A. Oppeneer
2019
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Pull out the substance of this filing.
What was filed
11
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- US Bank
- Self-employed Attorney
As filed
Wells Fargo Edvest (s. 529 plan) Vanguard stock index — None
U.S. Bank Checking Acct. — Interest
Badger Meter Inc. Commion Stock — None
Disney Company common stock — Dividend
Fidelity Small Cap Investment Fund — None — Sold (part)
Ivy International Core Equity Y Fund (see note 1) — None — Sold (part)
Janus Aspen Enterprise fund — None — Sold (part)
JPM Value Advance I Fund — None — Sold (part)
Rental property at , Madison, WI (see note 2) — Rent
TRP retirement 2025 — None — Buy
Fid 500 index fund — None — Buy
Liability — US Bank — Mortgage on rental property
Spouse's income — 2019 — Self-employed Attorney
In part VII the partial sales and purchases reflected in lines 5,6,7, 8, 10 and 11 are a reallocation of investments within retirement fund.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.